Fix: rebuild old search indexes and look versions up as their root for similar documents

An index built before versions were indexed as their root can still hold
version entries under their own id and metadata, and only a rebuild clears
them. Bump the schema version so the index is rebuilt on upgrade.

more_like_this_ids looked the given id up in the index as is, so asking for
documents like a version, as the AI suggestions endpoint can, silently found
nothing. It now looks the root up instead.

src-ui/jest.config.js

@@ -26,7 +26,7 @@ module.exports = {
     'abstract-paperless-service',
   ],
   transformIgnorePatterns: [
-    'node_modules/(?!.*(\\.mjs$|tslib|lodash-es|normalize-diacritics|marked|@angular/common/locales/.*\\.js$))',
+    'node_modules/(?!.*(\\.mjs$|tslib|lodash-es|normalize-diacritics|@angular/common/locales/.*\\.js$))',
   ],
   moduleNameMapper: {
     ...esmPreset.moduleNameMapper,

src-ui/package.json

@@ -30,7 +30,6 @@
     "bootstrap": "^5.3.8",
     "file-saver": "^2.0.5",
     "lodash-es": "^4.18.1",
-    "marked": "~18.0.14",
     "mime-names": "^1.0.0",
     "ngx-bootstrap-icons": "^1.9.3",
     "ngx-color": "^10.1.0",

src-ui/pnpm-lock.yaml

@@ -53,9 +53,6 @@ importers:
       lodash-es:
         specifier: ^4.18.1
         version: 4.18.1
-      marked:
-        specifier: ~18.0.14
-        version: 18.0.14
       mime-names:
         specifier: ^1.0.0
         version: 1.0.0
@@ -3229,11 +3226,6 @@ packages:
   make-error@1.3.6:
     resolution: {integrity: sha512-s8UhlNe7vPKomQhC1qFelMokr/Sc3AgNbso3n74mVPA5LTZwkB9NlXf4XPamLxJE8h0gh73rM94xvwRT2CVInw==}
 
-  marked@18.0.14:
-    resolution: {integrity: sha512-mBHK6FBHuBAlhgRe88w9F0O1AbwwXJUcQibUbC/QcdTbVGAD7aWza+xt3N6oT/jCZx3/OMeS+8rnuiHZcQ9s7A==}
-    engines: {node: '>= 20'}
-    hasBin: true
-
   material-colors@1.2.6:
     resolution: {integrity: sha512-6qE4B9deFBIa9YSpOc9O0Sgc43zTeVYbgDT5veRKSlB2+ZuHNoVVxA1L/ckMUayV9Ay9y7Z/SZCLcGteW9i7bg==}
 
@@ -7417,8 +7409,6 @@ snapshots:
 
   make-error@1.3.6: {}
 
-  marked@18.0.14: {}
-
   material-colors@1.2.6: {}
 
   merge-stream@2.0.0: {}

src-ui/src/app/components/chat/chat/chat.component.html

@@ -5,16 +5,14 @@
   </button>
   <div ngbDropdownMenu class="dropdown-menu-end shadow p-3" aria-labelledby="chatDropdown">
     <div class="chat-container bg-light p-2">
-      <div class="chat-messages small">
+      <div class="chat-messages font-monospace small">
         @for (message of messages(); track message) {
           <div class="message d-flex flex-row small" [class.justify-content-end]="message.role === 'user'">
             <div class="p-2 m-2" [class.bg-body]="message.role === 'user'">
-              @if (message.role === 'assistant') {
+              <span class="text-break">
-                <div class="chat-markdown text-break text-wrap" [innerHTML]="message.content | markdown"></div>
+                {{ message.content }}
                 @if (message.isStreaming) { <span class="blinking-cursor">|</span> }
-              } @else {
+              </span>
-                <span class="text-break">{{ message.content }}</span>
-              }
               @if (message.role === 'assistant' && message.references?.length) {
                 <div class="chat-references list-group mt-3">
                   @for (reference of message.references; track reference.id) {

src-ui/src/app/components/chat/chat/chat.component.scss

@@ -8,6 +8,10 @@
   white-space: pre-wrap;
 }
 
+.chat-references {
+  font-family: var(--bs-font-sans-serif);
+}
+
 .dropdown-toggle::after {
   display: none;
 }
@@ -36,19 +40,3 @@
     opacity: 1;
   }
 }
-
-.chat-markdown ::ng-deep {
-  h1, h2, h3, h4, h5, h6 {
-    font-size: 1em;
-    font-weight: bold;
-  }
-
-  th, td {
-    padding: 0.15rem 0.4rem;
-    border: 1px solid var(--bs-border-color);
-  }
-
-  > :last-child {
-    margin-bottom: 0;
-  }
-}

src-ui/src/app/components/chat/chat/chat.component.spec.ts

@@ -207,18 +207,4 @@ describe('ChatComponent', () => {
     component.searchInputKeyDown(event)
     expect(component.sendMessage).not.toHaveBeenCalled()
   })
-
-  it('should render markdown for assistant messages only', () => {
-    component.messages.set([
-      { role: 'user', content: '**user**' },
-      { role: 'assistant', content: '**assistant** <script>x</script>' },
-    ])
-    fixture.detectChanges()
-    const el: HTMLElement = fixture.nativeElement
-    expect(el.querySelector('.chat-markdown strong')?.textContent).toBe(
-      'assistant'
-    )
-    expect(el.querySelector('.chat-markdown script')).toBeNull()
-    expect(el.textContent).toContain('**user**')
-  })
 })

src-ui/src/app/components/chat/chat/chat.component.ts

@@ -10,7 +10,6 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { NavigationEnd, Router, RouterModule } from '@angular/router'
 import { NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
-import { MarkdownPipe } from 'src/app/pipes/markdown.pipe'
 import { filter, map } from 'rxjs'
 import {
   ChatMessage,
@@ -26,7 +25,6 @@ import {
     RouterModule,
     NgxBootstrapIconsModule,
     NgbDropdownModule,
-    MarkdownPipe,
   ],
   templateUrl: './chat.component.html',
   styleUrl: './chat.component.scss',

src-ui/src/app/pipes/markdown.pipe.spec.ts

@@ -1,70 +0,0 @@
-import { MarkdownPipe } from './markdown.pipe'
-
-describe('MarkdownPipe', () => {
-  const pipe = new MarkdownPipe()
-
-  it('should return empty string for empty input', () => {
-    expect(pipe.transform(null)).toEqual('')
-    expect(pipe.transform(undefined)).toEqual('')
-    expect(pipe.transform('')).toEqual('')
-  })
-
-  it('should render basic markdown', () => {
-    const html = pipe.transform(
-      '**bold** _em_ `code`\n\n- one\n- two\n\n| a | b |\n|---|---|\n| 1 | 2 |'
-    )
-    expect(html).toContain('<strong>bold</strong>')
-    expect(html).toContain('<em>em</em>')
-    expect(html).toContain('<code>code</code>')
-    expect(html).toContain('<li>one</li>')
-    expect(html).toContain('<table>')
-  })
-
-  it('should escape raw html', () => {
-    const html = pipe.transform(
-      'hi <img src=x onerror="alert(1)"> <b>x</b>\n\n<script>alert(1)</script>'
-    )
-    expect(html).not.toContain('<img')
-    expect(html).not.toContain('<script')
-    expect(html).not.toContain('<b>')
-    expect(html).toContain('&lt;script&gt;')
-  })
-
-  it('should not render images', () => {
-    const html = pipe.transform('![secret](https://evil.example/x.png?d=1)')
-    expect(html).not.toContain('<img')
-    expect(html).not.toContain('evil.example')
-    expect(html).toContain('secret')
-  })
-
-  it('should render safe links with target and rel', () => {
-    const html = pipe.transform('[docs](https://docs.paperless-ngx.com "Docs")')
-    expect(html).toContain(
-      '<a href="https://docs.paperless-ngx.com/" title="Docs" target="_blank" rel="noopener noreferrer nofollow">docs</a>'
-    )
-    expect(pipe.transform('[mail](mailto:a@b.c)')).toContain(
-      'href="mailto:a@b.c"'
-    )
-  })
-
-  it('should drop unsafe or relative links but keep their text', () => {
-    for (const href of [
-      'javascript:alert(1)',
-      'JaVaScRiPt:alert(1)',
-      'data:text/html,<script>alert(1)</script>',
-      'vbscript:msgbox',
-      '/api/documents/',
-    ]) {
-      const html = pipe.transform(`[click](${href})`)
-      expect(html).not.toContain('<a')
-      expect(html).toContain('click')
-    }
-  })
-
-  it('should escape link titles', () => {
-    const html = pipe.transform(
-      '[x](https://a.example "a\\" onmouseover=\\"1")'
-    )
-    expect(html).not.toMatch(/"\s*onmouseover=/)
-  })
-})

src-ui/src/app/pipes/markdown.pipe.ts

@@ -1,57 +0,0 @@
-import { Pipe, PipeTransform } from '@angular/core'
-import { Marked, Renderer, Tokens } from 'marked'
-
-const ALLOWED_LINK_PROTOCOLS = ['http:', 'https:', 'mailto:']
-
-function escapeHtml(text: string): string {
-  return text
-    .replace(/&/g, '&')
-    .replace(/</g, '&lt;')
-    .replace(/>/g, '&gt;')
-    .replace(/"/g, '&quot;')
-    .replace(/'/g, '&#39;')
-}
-
-function safeHref(href: string): string | null {
-  try {
-    const url = new URL(href)
-    return ALLOWED_LINK_PROTOCOLS.includes(url.protocol) ? url.href : null
-  } catch {
-    return null
-  }
-}
-
-// Treat chat content as untrusted: no raw HTML, no images, and only
-// absolute links. Angular sanitizer runs on top of this as well.
-const renderer: Partial<Renderer> = {
-  html({ text }: Tokens.HTML | Tokens.Tag): string {
-    return escapeHtml(text)
-  },
-  image({ text }: Tokens.Image): string {
-    return escapeHtml(text)
-  },
-  link(this: Renderer, { href, title, tokens }: Tokens.Link): string {
-    const text = this.parser.parseInline(tokens)
-    const url = safeHref(href)
-    if (!url) return text
-    const titleAttr = title ? ` title="${escapeHtml(title)}"` : ''
-    return `<a href="${escapeHtml(url)}"${titleAttr} target="_blank" rel="noopener noreferrer nofollow">${text}</a>`
-  },
-}
-
-const markdown = new Marked({
-  async: false,
-  gfm: true,
-  breaks: true,
-  renderer,
-})
-
-@Pipe({
-  name: 'markdown',
-})
-export class MarkdownPipe implements PipeTransform {
-  transform(value: string | null | undefined): string {
-    if (!value) return ''
-    return markdown.parse(value) as string
-  }
-}

src/documents/management/commands/document_index.py

@@ -67,18 +67,22 @@ class Command(PaperlessCommand):
                 if options.get("recreate"):
                     wipe_index(settings.INDEX_DIR)
 
-                documents = Document.objects.select_related(
+                documents = (
-                    "correspondent",
+                    Document.objects.filter(root_document__isnull=True)
-                    "document_type",
+                    .select_related(
-                    "storage_path",
+                        "correspondent",
-                    "owner",
+                        "document_type",
-                ).prefetch_related(
+                        "storage_path",
-                    "tags",
+                        "owner",
-                    "notes__user",
+                    )
-                    "custom_fields__field",
+                    .prefetch_related(
-                    "versions",
+                        "tags",
-                    "barcodes",
+                        "notes__user",
-                    "versions__barcodes",
+                        "custom_fields__field",
+                        "versions",
+                        "barcodes",
+                        "versions__barcodes",
+                    )
                 )
                 total = documents.count()
                 rebuild_kwargs = {}

src/documents/permissions.py

@@ -28,6 +28,7 @@ from rest_framework.permissions import BasePermission
 from rest_framework.permissions import DjangoObjectPermissions
 
 from documents.models import Document
+from documents.versioning import get_root_document
 
 
 class PaperlessObjectPermissions(DjangoObjectPermissions):
@@ -679,7 +680,14 @@ def has_perms_owner_aware(user, perms, obj):
     single-object check still has many production callers. Several callers
     remain across ``documents/``, ``paperless_mail/``, and ``paperless_ai/``
     -- grep for this function name before removing it.
+
+    A document version is authorized by its root document, like in
+    ``permitted_document_ids``, so a version's own owner and grants never
+    matter. Fetch the root with ``select_related("root_document__owner")`` to
+    avoid extra queries.
     """
+    if isinstance(obj, Document):
+        obj = get_root_document(obj)
     checker = ObjectPermissionChecker(user)
     return obj.owner is None or obj.owner == user or checker.has_perm(perms, obj)
 

src/documents/search/_backend.py

@@ -284,9 +284,14 @@ class WriteBatch:
         and adding the new version. This ensures stale document data (e.g., after
         permission changes) doesn't persist in the index.
 
+        Only root documents are indexed, with their effective content, so a
+        version is indexed as its root document.
+
         Args:
             document: Django Document instance to index
         """
+        if document.root_document_id is not None:
+            document = document.root_document
         self.remove(document.pk)
         doc = self._backend._build_tantivy_doc(document)
         self._writer.add_document(doc)
@@ -311,20 +316,22 @@ class WriteBatch:
         An id with no matching document (e.g. deleted between the caller
         collecting ids and the batch running) is silently skipped, matching
         ``add_or_update()``'s existing single-document deferred-task behavior
-        rather than erroring or leaving a stale index entry.
+        rather than erroring or leaving a stale index entry. The id of a
+        version stands for its root document.
 
         Args:
             ids: Primary keys of Document instances to index
         """
         from documents.models import Document
         from documents.versioning import annotate_effective_content
+        from documents.versioning import root_document_ids
 
         ids = list(ids)
         if not ids:
             return
 
         queryset = annotate_effective_content(
-            Document.objects.filter(pk__in=ids)
+            Document.objects.filter(pk__in=root_document_ids(ids))
             .select_related("correspondent", "document_type", "storage_path", "owner")
             .prefetch_related(
                 "tags",
@@ -1036,16 +1043,21 @@ class TantivyBackend:
         excluded from results.
 
         Args:
-            doc_id: Primary key of the reference document
+            doc_id: Primary key of the reference document, or of one of its
+                versions
             user: User for permission filtering (None for no filtering)
             limit: Maximum number of IDs to return (None = all matching docs)
 
         Returns:
             List of similar document IDs (excluding the original)
         """
+        from documents.versioning import root_document_ids
+
         self._ensure_open()
         searcher = self._index.searcher()
 
+        # Only root documents are indexed, so a version stands for its root
+        doc_id = next(iter(root_document_ids([doc_id])), doc_id)
         id_query = tantivy.Query.term_query(self._schema, "id", doc_id)
         results = searcher.search(id_query, limit=1)
 

src/documents/search/_schema.py

@@ -28,7 +28,9 @@ logger = logging.getLogger("paperless.search")
 #      columns dropped. tantivy compares schemas by ordered field list, so an
 #      index built by v1 rejects every write against the v2 schema.
 # v3 - barcodes JSON field for stored barcode contents
-SCHEMA_VERSION: Final[int] = 3
+# v4 - root documents only. Earlier indexes may hold document versions under
+#      their own id and metadata, so they are rebuilt without them.
+SCHEMA_VERSION: Final[int] = 4
 
 # Present in the index directory from the moment a full rebuild starts until it
 # finishes. If a rebuild is interrupted it is left behind, so the half-built

src/documents/serialisers.py

@@ -90,7 +90,6 @@ from documents.templating.utils import convert_format_str_to_template_format
 from documents.templating.workflows import validate_workflow_template
 from documents.validators import uri_validator
 from documents.validators import url_validator
-from documents.versioning import get_root_document
 from documents.versioning import has_prefetched_effective_content
 from documents.versioning import sort_versions_newest_first
 
@@ -2895,7 +2894,7 @@ class ShareLinkSerializer(OwnedObjectSerializer):
             and has_perms_owner_aware(
                 self.user,
                 "view_document",
-                get_root_document(document),
+                document,
             )
         ):
             return document

src/documents/tasks.py

@@ -490,23 +490,20 @@ def update_document_content_maybe_archive_file(
                     shutil.move(thumbnail, document.thumbnail_path)
 
             document.refresh_from_db()
-            root_document = (
-                document.root_document if document.root_document_id else document
-            )
             logger.info(
-                f"Updating index for document {root_document.pk} ({document.archive_checksum})",
+                f"Updating index for document {document_id} ({document.archive_checksum})",
             )
             from documents.search import get_backend
 
-            get_backend().add_or_update(root_document)
+            get_backend().add_or_update(document)
 
             ai_config = AIConfig()
             if ai_config.llm_index_enabled:
-                llm_index_add_or_update_document(root_document)
+                llm_index_add_or_update_document(document)
 
             clear_document_caches(document.pk)
-            if root_document.pk != document.pk:
+            if document.root_document_id is not None:
-                clear_document_caches(root_document.pk)
+                clear_document_caches(document.root_document_id)
 
         except Exception:
             logger.exception(

src/documents/tests/search/test_backend.py

@@ -293,6 +293,80 @@ class TestAddOrUpdateIds:
         assert backend.search_ids("updated", user=None) == [doc.pk]
 
 
+class TestVersionsAreIndexedAsTheirRoot:
+    """Only root documents are indexed, with their effective content, so
+    every write path that is handed a version indexes its root instead."""
+
+    @staticmethod
+    def _root_with_version() -> tuple[Document, Document]:
+        root = DocumentFactory(title="Statement", content="stale text")
+        version = DocumentFactory(
+            title="Statement",
+            content="latest text",
+            root_document=root,
+            version_index=1,
+        )
+        return root, version
+
+    def test_add_or_update_indexes_the_root_of_a_version(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        """
+        GIVEN:
+            - A root document with a version
+        WHEN:
+            - The version is passed to add_or_update
+        THEN:
+            - The root is indexed with the version's text, and the version is not
+        """
+        root, version = self._root_with_version()
+
+        backend.add_or_update(version)
+
+        assert backend.search_ids("latest", user=None) == [root.pk]
+        assert backend.search_ids("stale", user=None) == []
+
+    def test_add_or_update_ids_indexes_each_root_once(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        """
+        GIVEN:
+            - A root document with a version
+        WHEN:
+            - Both ids are passed to add_or_update_ids
+        THEN:
+            - The root is indexed once and the version is not indexed
+        """
+        root, version = self._root_with_version()
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([version.pk, root.pk])
+
+        assert backend.search_ids("Statement", user=None) == [root.pk]
+        assert backend.search_ids("latest", user=None) == [root.pk]
+
+    def test_add_or_update_ids_resolves_a_lone_version(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        """
+        GIVEN:
+            - A root document with a version
+        WHEN:
+            - Only the version's id is passed to add_or_update_ids
+        THEN:
+            - The root is indexed
+        """
+        root, version = self._root_with_version()
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([version.pk])
+
+        assert backend.search_ids("latest", user=None) == [root.pk]
+
+
 class TestSearch:
     """Test search query parsing and matching via search_ids."""
 
@@ -1062,6 +1136,34 @@ class TestMoreLikeThis:
         assert 150 not in ids
         assert 151 in ids
 
+    def test_more_like_this_ids_seeded_by_version_uses_root(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        """A version is not indexed, so it must be looked up as its root."""
+        root = DocumentFactory.create(
+            title="Important document",
+            content="financial information report",
+        )
+        version = DocumentFactory.create(
+            title="Important document",
+            content="financial information report",
+            root_document=root,
+            version_index=1,
+        )
+        other = DocumentFactory.create(
+            title="Another document",
+            content="financial information report",
+        )
+        backend.add_or_update(root)
+        backend.add_or_update(other)
+
+        ids = backend.more_like_this_ids(doc_id=version.pk, user=None)
+
+        assert other.pk in ids
+        assert root.pk not in ids
+        assert version.pk not in ids
+
 
 class TestSingleton:
     """Test get_backend() and reset_backend() singleton lifecycle."""

src/documents/tests/test_api_search.py

@@ -1196,6 +1196,59 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
         self.assertIn(d3.id, result_ids)
         self.assertNotIn(d4.id, result_ids)
 
+    def test_search_more_like_version_uses_its_root(self) -> None:
+        """
+        GIVEN:
+            - A document similar in content to a root document, and one that is not
+            - A version of the root document, which is never indexed
+        WHEN:
+            - API request for more like the version
+        THEN:
+            - The documents similar to the root are returned, not the version
+        """
+        indexed = {}
+        for name, title, content, day in (
+            ("root", "bank statement 1", "things i paid for in august", (2019, 3, 4)),
+            (
+                "similar",
+                "bank statement 3",
+                "things i paid for in september",
+                (2020, 7, 9),
+            ),
+            (
+                "other",
+                "Quarterly Report",
+                "quarterly revenue profit margin",
+                (2021, 11, 30),
+            ),
+        ):
+            with time_machine.travel(
+                timezone.make_aware(datetime.datetime(*day)),
+                tick=False,
+            ):
+                indexed[name] = DocumentFactory(
+                    title=title,
+                    content=content,
+                    created=datetime.date(*day),
+                    added=timezone.make_aware(datetime.datetime(*day)),
+                )
+        version = DocumentFactory(
+            root_document=indexed["root"],
+            version_index=1,
+            content="things i paid for in august",
+        )
+        backend = get_backend()
+        for document in indexed.values():
+            backend.add_or_update(document)
+
+        response = self.client.get(f"/api/documents/?more_like_id={version.id}")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        result_ids = [r["id"] for r in response.data["results"]]
+        self.assertIn(indexed["similar"].id, result_ids)
+        self.assertNotIn(indexed["other"].id, result_ids)
+        self.assertNotIn(version.id, result_ids)
+
     def test_more_like_requires_id_of_existing_document(self) -> None:
         """
         GIVEN:

src/documents/tests/test_management.py

@@ -22,6 +22,7 @@ from documents.models import Document
 from documents.tasks import update_document_content_maybe_archive_file
 from paperless_testing.assertions import FileSystemAssertsMixin
 from paperless_testing.dirs import DirectoriesMixin
+from paperless_testing.factories import DocumentFactory
 
 sample_file: Path = Path(__file__).parent / "samples" / "simple.pdf"
 
@@ -116,6 +117,27 @@ class TestMakeIndex:
         call_command("document_index", "reindex", skip_checks=True)
         mock_get_backend.return_value.rebuild.assert_called_once()
 
+    def test_reindex_skips_versions(self, mocker: MockerFixture) -> None:
+        """
+        GIVEN:
+            - A root document with a version
+        WHEN:
+            - The reindex command runs
+        THEN:
+            - Only the root document is handed to the rebuild, since a version
+              is indexed as its root
+        """
+        root = DocumentFactory()
+        DocumentFactory(root_document=root, version_index=1)
+        mock_get_backend = mocker.patch(
+            "documents.management.commands.document_index.get_backend",
+        )
+
+        call_command("document_index", "reindex", skip_checks=True)
+
+        documents = mock_get_backend.return_value.rebuild.call_args.args[0]
+        assert list(documents.values_list("pk", flat=True)) == [root.pk]
+
     def test_optimize(self) -> None:
         """Optimize command must execute without error (Tantivy handles optimization automatically)."""
         call_command("document_index", "optimize", skip_checks=True)

src/documents/tests/test_permission_filtering_security.py

@@ -18,6 +18,7 @@ from documents.models import Correspondent
 from documents.models import DocumentType
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.permissions import has_perms_owner_aware
 from documents.permissions import permitted_document_ids
 from documents.permissions import permitted_object_ids
 from documents.permissions import restrict_queryset_to_visible
@@ -470,6 +471,92 @@ class TestPermittedDocumentIdsVersions:
         )
 
 
+@pytest.mark.django_db
+class TestHasPermsOwnerAwareVersions:
+    """
+    The single-object check agrees with permitted_document_ids: a version is
+    authorized by its root document.
+    """
+
+    @pytest.mark.parametrize(
+        ("root_owner", "version_owner", "expected"),
+        [
+            pytest.param(
+                "other",
+                "nobody",
+                False,
+                id="unowned-version-of-private-root",
+            ),
+            pytest.param("other", "user", False, id="own-version-of-private-root"),
+            pytest.param("user", "other", True, id="foreign-version-of-own-root"),
+            pytest.param("nobody", "other", True, id="private-version-of-unowned-root"),
+        ],
+    )
+    def test_version_follows_root_owner(
+        self,
+        root_owner: str,
+        version_owner: str,
+        *,
+        expected: bool,
+    ) -> None:
+        """
+        GIVEN:
+            - A root document and a version with differing owners
+        WHEN:
+            - The single-object check runs for the version
+        THEN:
+            - The version is allowed exactly when its root is
+        """
+        user = UserFactory()
+        owners = {"user": user, "other": UserFactory(), "nobody": None}
+        root = DocumentFactory(owner=owners[root_owner])
+        version = DocumentFactory(root_document=root, owner=owners[version_owner])
+
+        assert has_perms_owner_aware(user, "view_document", version) is expected
+        assert has_perms_owner_aware(user, "view_document", root) is expected
+
+    def test_grant_on_root_applies_and_grant_on_version_does_not(self) -> None:
+        """
+        GIVEN:
+            - A private root with a version, and a second private root with a version
+            - The user may change only the first root, and was granted the second
+              root's version directly
+        WHEN:
+            - The single-object check runs for each version
+        THEN:
+            - Only the first root's version is allowed
+        """
+        user = UserFactory()
+        shared_root = DocumentFactory(owner=UserFactory())
+        shared_version = DocumentFactory(root_document=shared_root, owner=UserFactory())
+        private_root = DocumentFactory(owner=UserFactory())
+        private_version = DocumentFactory(
+            root_document=private_root,
+            owner=UserFactory(),
+        )
+        grant_object(user, shared_root, "change_document")
+        grant_object(user, private_version, "change_document")
+
+        assert has_perms_owner_aware(user, "change_document", shared_version)
+        assert not has_perms_owner_aware(user, "change_document", private_version)
+
+    def test_other_models_use_their_own_owner(self) -> None:
+        """
+        GIVEN:
+            - A tag owned by someone else, and one owned by the user
+        WHEN:
+            - The single-object check runs for each
+        THEN:
+            - Only the user's own tag is allowed without a grant
+        """
+        user = UserFactory()
+        mine = TagFactory(owner=user)
+        theirs = TagFactory(owner=UserFactory())
+
+        assert has_perms_owner_aware(user, "view_tag", mine)
+        assert not has_perms_owner_aware(user, "view_tag", theirs)
+
+
 @pytest.mark.django_db
 class TestAiChatAllDocumentsPermissionBoundary:
     """

src/documents/tests/test_tasks.py

@@ -310,7 +310,7 @@ class TestUpdateContent(DirectoriesMixin, TestCase):
 
     @mock.patch("documents.tasks.clear_document_caches")
     @mock.patch("documents.search.get_backend")
-    def test_update_content_version_indexes_root(
+    def test_update_content_version_clears_caches_for_root(
         self,
         mock_get_backend: mock.Mock,
         mock_clear_caches: mock.Mock,
@@ -321,8 +321,8 @@ class TestUpdateContent(DirectoriesMixin, TestCase):
         WHEN:
             - Update content task is called for the version
         THEN:
-            - The version's content is updated
+            - The version's content is updated, not the root's
-            - The root document is indexed rather than the version
+            - The document is indexed
             - Caches are cleared for both
         """
         root, version = self._create_root_with_version()
@@ -334,8 +334,7 @@ class TestUpdateContent(DirectoriesMixin, TestCase):
             "my document",
         )
         self.assertEqual(Document.objects.get(pk=root.pk).content, "root content")
-        indexed = mock_get_backend.return_value.add_or_update.call_args.args[0]
+        mock_get_backend.return_value.add_or_update.assert_called_once()
-        self.assertEqual(indexed.pk, root.pk)
         mock_clear_caches.assert_has_calls(
             [mock.call(version.pk), mock.call(root.pk)],
         )
@@ -343,7 +342,7 @@ class TestUpdateContent(DirectoriesMixin, TestCase):
     @override_settings(AI_ENABLED=True, LLM_EMBEDDING_BACKEND="huggingface")
     @mock.patch("documents.tasks.llm_index_add_or_update_document")
     @mock.patch("documents.search.get_backend")
-    def test_update_content_version_updates_llm_index_for_root(
+    def test_update_content_version_updates_llm_index(
         self,
         mock_get_backend: mock.Mock,
         mock_llm_index: mock.Mock,
@@ -355,14 +354,13 @@ class TestUpdateContent(DirectoriesMixin, TestCase):
         WHEN:
             - Update content task is called for the version
         THEN:
-            - The LLM index is updated for the root document, not the version
+            - The LLM index is updated
         """
-        root, version = self._create_root_with_version()
+        _, version = self._create_root_with_version()
 
         tasks.update_document_content_maybe_archive_file(version.pk)
 
         mock_llm_index.assert_called_once()
-        self.assertEqual(mock_llm_index.call_args.args[0].pk, root.pk)
 
 
 class TestUpdateContentRemoteOCR(DirectoriesMixin, TestCase):

src/documents/versioning.py

@@ -17,9 +17,26 @@ from django.db.models.functions import RowNumber
 from documents.models import Document
 
 if TYPE_CHECKING:
+    from collections.abc import Iterable
+
     from rest_framework.request import Request
 
 
+def root_document_ids(ids: Iterable[int]) -> QuerySet[int]:
+    """
+    The ids of the root documents of the given documents: a root stands for
+    itself and a version for its root. Only the indexes' bookkeeping needs
+    this, since they hold root documents only.
+    """
+    return (
+        Document.objects.filter(pk__in=ids)
+        .annotate(root_id=Coalesce("root_document_id", "id"))
+        .order_by()
+        .values_list("root_id", flat=True)
+        .distinct()
+    )
+
+
 def versions_newest_first(documents: QuerySet[Document]) -> QuerySet[Document]:
     """
     Sorts versions so the newest one comes first using version_index and not on id,

src/documents/views.py

@@ -329,9 +329,10 @@ def _get_tantivy_query_and_mode(params):
 def _get_more_like_id(query_params: dict[str, Any], user: User | None) -> int:
     try:
         more_like_doc_id = int(query_params["more_like_id"])
-        more_like_doc = Document.objects.select_related("owner").get(
+        more_like_doc = Document.objects.select_related(
-            pk=more_like_doc_id,
+            "owner",
-        )
+            "root_document__owner",
+        ).get(pk=more_like_doc_id)
     except (TypeError, ValueError, Document.DoesNotExist):
         raise PermissionDenied(_("Invalid more_like_id"))
 
@@ -342,7 +343,8 @@ def _get_more_like_id(query_params: dict[str, Any], user: User | None) -> int:
     ):
         raise PermissionDenied(_("Insufficient permissions."))
 
-    return more_like_doc_id
+    # Only root documents are indexed, a version stands for its root
+    return more_like_doc.root_document_id or more_like_doc.pk
 
 
 class SearchParams(NamedTuple):
@@ -1559,7 +1561,7 @@ class DocumentViewSet(
         if request.user is not None and not has_perms_owner_aware(
             request.user,
             "change_document",
-            get_root_document(doc),
+            doc,
         ):
             return HttpResponseForbidden("Insufficient permissions")
 
@@ -1622,7 +1624,7 @@ class DocumentViewSet(
         if request.user is not None and not has_perms_owner_aware(
             request.user,
             "change_document",
-            get_root_document(doc),
+            doc,
         ):
             return HttpResponseForbidden("Insufficient permissions")
 
@@ -1875,7 +1877,7 @@ class DocumentViewSet(
             if currentUser is not None and not has_perms_owner_aware(
                 currentUser,
                 "view_document",
-                get_root_document(doc),
+                doc,
             ):
                 return HttpResponseForbidden("Insufficient permissions to view notes")
         except Document.DoesNotExist:
@@ -1897,7 +1899,7 @@ class DocumentViewSet(
                 if currentUser is not None and not has_perms_owner_aware(
                     currentUser,
                     "change_document",
-                    get_root_document(doc),
+                    doc,
                 ):
                     return HttpResponseForbidden(
                         "Insufficient permissions to create notes",
@@ -1940,7 +1942,7 @@ class DocumentViewSet(
             if currentUser is not None and not has_perms_owner_aware(
                 currentUser,
                 "change_document",
-                get_root_document(doc),
+                doc,
             ):
                 return HttpResponseForbidden("Insufficient permissions to delete notes")
 
@@ -1990,7 +1992,7 @@ class DocumentViewSet(
             if currentUser is not None and not has_perms_owner_aware(
                 currentUser,
                 "change_document",
-                get_root_document(doc),
+                doc,
             ):
                 return HttpResponseForbidden(
                     "Insufficient permissions to add share link",
@@ -2451,7 +2453,7 @@ class ChatStreamingView(GenericAPIView[Any]):
             if not has_perms_owner_aware(
                 request.user,
                 "view_document",
-                get_root_document(document),
+                document,
             ):
                 return HttpResponseForbidden("Insufficient permissions")
 

src/locale/en_US/LC_MESSAGES/django.po

@@ -2,7 +2,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: paperless-ngx\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-10-10 22:04+0000\n"
+"POT-Creation-Date: 2026-10-08 18:39+0000\n"
 "PO-Revision-Date: 2022-02-17 04:17\n"
 "Last-Translator: \n"
 "Language-Team: English\n"
@@ -1653,7 +1653,7 @@ msgid "workflow runs"
 msgstr ""
 
 #: documents/serialisers.py:516 documents/serialisers.py:873
-#: documents/serialisers.py:2903 documents/views.py:343 documents/views.py:2750
+#: documents/serialisers.py:2903 documents/views.py:344 documents/views.py:2751
 #: paperless_mail/serialisers.py:156
 msgid "Insufficient permissions."
 msgstr ""
@@ -1694,7 +1694,7 @@ msgstr ""
 msgid "Duplicate document identifiers are not allowed."
 msgstr ""
 
-#: documents/serialisers.py:2989 documents/views.py:4797
+#: documents/serialisers.py:2989 documents/views.py:4807
 #, python-format
 msgid "Documents not found: %(ids)s"
 msgstr ""
@@ -1945,40 +1945,40 @@ msgstr ""
 msgid ", "
 msgstr ""
 
-#: documents/views.py:336 documents/views.py:2747
+#: documents/views.py:337 documents/views.py:2748
 msgid "Invalid more_like_id"
 msgstr ""
 
-#: documents/views.py:1682
+#: documents/views.py:1683
 msgid "Invalid AI configuration."
 msgstr ""
 
-#: documents/views.py:1693
+#: documents/views.py:1694
 msgid "AI backend request timed out."
 msgstr ""
 
-#: documents/views.py:1705
+#: documents/views.py:1706
 msgid "AI backend rejected the request. Check logs for details."
 msgstr ""
 
-#: documents/views.py:2572 documents/views.py:2888
+#: documents/views.py:2573 documents/views.py:2889
 msgid "Specify only one of text, title_search, query, or more_like_id."
 msgstr ""
 
-#: documents/views.py:4813
+#: documents/views.py:4823
 #, python-format
 msgid "Insufficient permissions to share document %(id)s."
 msgstr ""
 
-#: documents/views.py:4860
+#: documents/views.py:4870
 msgid "Bundle is already being processed."
 msgstr ""
 
-#: documents/views.py:4924
+#: documents/views.py:4934
 msgid "The share link bundle is still being prepared. Please try again later."
 msgstr ""
 
-#: documents/views.py:4938
+#: documents/views.py:4948
 msgid "The share link bundle is unavailable."
 msgstr ""
 

src/paperless/checks.py

@@ -272,26 +272,27 @@ def check_deprecated_db_settings(
     Detects legacy advanced options that should be migrated to
     PAPERLESS_DB_OPTIONS. Returns one Warning per deprecated variable found.
     """
-    deprecated_vars = (
+    deprecated_vars: dict[str, str] = {
-        "PAPERLESS_DB_TIMEOUT",
+        "PAPERLESS_DB_TIMEOUT": "timeout",
-        "PAPERLESS_DB_POOLSIZE",
+        "PAPERLESS_DB_POOLSIZE": "pool.min_size / pool.max_size",
-        "PAPERLESS_DBSSLMODE",
+        "PAPERLESS_DBSSLMODE": "sslmode",
-        "PAPERLESS_DBSSLROOTCERT",
+        "PAPERLESS_DBSSLROOTCERT": "sslrootcert",
-        "PAPERLESS_DBSSLCERT",
+        "PAPERLESS_DBSSLCERT": "sslcert",
-        "PAPERLESS_DBSSLKEY",
+        "PAPERLESS_DBSSLKEY": "sslkey",
-    )
+    }
 
     warnings: list[Warning] = []
 
-    for var_name in deprecated_vars:
+    for var_name, db_option_key in deprecated_vars.items():
         if not os.getenv(var_name):
             continue
         warnings.append(
             Warning(
                 f"Deprecated environment variable: {var_name}",
                 hint=(
-                    f"{var_name} is deprecated. "
+                    f"{var_name} is no longer supported and will be removed in v3.2. "
                     f"Set the equivalent option via PAPERLESS_DB_OPTIONS instead. "
+                    f'Example: PAPERLESS_DB_OPTIONS=\'{{"{db_option_key}": "<value>"}}\'. '
                     "See https://docs.paperless-ngx.com/migration-v3/ for the full reference."
                 ),
                 id="paperless.W001",

src/paperless/tests/test_checks.py

@@ -211,14 +211,14 @@ class TestAuditLogChecks:
         assert "auditlog table was found but audit log is disabled." in msgs[0].msg
 
 
-DEPRECATED_VARS = (
+DEPRECATED_VARS: dict[str, str] = {
-    "PAPERLESS_DB_TIMEOUT",
+    "PAPERLESS_DB_TIMEOUT": "timeout",
-    "PAPERLESS_DB_POOLSIZE",
+    "PAPERLESS_DB_POOLSIZE": "pool.min_size / pool.max_size",
-    "PAPERLESS_DBSSLMODE",
+    "PAPERLESS_DBSSLMODE": "sslmode",
-    "PAPERLESS_DBSSLROOTCERT",
+    "PAPERLESS_DBSSLROOTCERT": "sslrootcert",
-    "PAPERLESS_DBSSLCERT",
+    "PAPERLESS_DBSSLCERT": "sslcert",
-    "PAPERLESS_DBSSLKEY",
+    "PAPERLESS_DBSSLKEY": "sslkey",
-)
+}
 
 
 class TestDeprecatedDbSettings:
@@ -234,11 +234,26 @@ class TestDeprecatedDbSettings:
         result = check_deprecated_db_settings(None)
         assert result == []
 
-    @pytest.mark.parametrize("env_var", DEPRECATED_VARS)
+    @pytest.mark.parametrize(
+        ("env_var", "db_option_key"),
+        [
+            pytest.param("PAPERLESS_DB_TIMEOUT", "timeout", id="db-timeout"),
+            pytest.param(
+                "PAPERLESS_DB_POOLSIZE",
+                "pool.min_size / pool.max_size",
+                id="db-poolsize",
+            ),
+            pytest.param("PAPERLESS_DBSSLMODE", "sslmode", id="ssl-mode"),
+            pytest.param("PAPERLESS_DBSSLROOTCERT", "sslrootcert", id="ssl-rootcert"),
+            pytest.param("PAPERLESS_DBSSLCERT", "sslcert", id="ssl-cert"),
+            pytest.param("PAPERLESS_DBSSLKEY", "sslkey", id="ssl-key"),
+        ],
+    )
     def test_single_deprecated_var_produces_one_warning(
         self,
         mocker: MockerFixture,
         env_var: str,
+        db_option_key: str,
     ) -> None:
         """Each deprecated var in isolation produces exactly one warning."""
         mocker.patch.dict(os.environ, {env_var: "some_value"}, clear=True)
@@ -249,8 +264,7 @@ class TestDeprecatedDbSettings:
         assert isinstance(warning, Warning)
         assert warning.id == "paperless.W001"
         assert env_var in warning.hint
-        assert "PAPERLESS_DB_OPTIONS" in warning.hint
+        assert db_option_key in warning.hint
-        assert "https://docs.paperless-ngx.com/migration-v3/" in warning.hint
 
     def test_multiple_deprecated_vars_produce_one_warning_each(
         self,

src/paperless_ai/indexing.py

@@ -17,6 +17,7 @@ from documents.models import PaperlessTask
 from documents.utils import IterWrapper
 from documents.utils import QuerySetStream
 from documents.utils import identity
+from documents.versioning import root_document_ids
 from paperless.config import AIConfig
 from paperless_ai.db import db_connection_released
 from paperless_ai.embedding import build_llm_index_text
@@ -443,11 +444,11 @@ def update_llm_index(
                 "Skipping LLM index update: migration check deferred; "
                 "will retry next run."
             )
-    documents = Document.objects.select_related(
+    documents = (
-        "correspondent",
+        Document.objects.filter(root_document__isnull=True)
-        "document_type",
+        .select_related("correspondent", "document_type", "storage_path")
-        "storage_path",
+        .prefetch_related("tags", "notes", "custom_fields__field")
-    ).prefetch_related("tags", "notes", "custom_fields__field")
+    )
     no_documents = not documents.exists()
 
     # Fast exit before touching config: nothing to index and no existing index.
@@ -483,7 +484,7 @@ def update_llm_index(
             msg = "LLM index rebuilt successfully."
         else:
             scoped_documents = (
-                documents.filter(id__in=document_ids)
+                documents.filter(id__in=root_document_ids(document_ids))
                 if document_ids is not None
                 else documents
             )
@@ -510,7 +511,12 @@ def update_llm_index(
 
 
 def llm_index_add_or_update_document(document: Document):
-    """Add or atomically replace a document's chunks in the index."""
+    """
+    Add or atomically replace a document's chunks in the index. Only root
+    documents are indexed, so a version is indexed as its root document.
+    """
+    if document.root_document_id is not None:
+        document = document.root_document
     config = AIConfig()
     new_nodes = build_document_node(
         document,

src/paperless_ai/tests/test_ai_indexing.py

@@ -388,6 +388,83 @@ def test_update_llm_index_partial_update(
     assert after[str(doc2.pk)] == before[str(doc2.pk)]
 
 
+@pytest.mark.django_db
+class TestLlmIndexVersions:
+    """The LLM index holds root documents only: a version is indexed as its root."""
+
+    def test_add_or_update_document_indexes_a_version_as_its_root(
+        self,
+        temp_llm_index_dir: Path,
+        mock_embed_model: FakeEmbedding,
+    ) -> None:
+        """
+        GIVEN:
+            - A root document with a version
+        WHEN:
+            - The version is passed to llm_index_add_or_update_document
+        THEN:
+            - Only the root document is in the index
+        """
+        root = DocumentFactory(content="root content")
+        version = DocumentFactory(root_document=root, version_index=1)
+
+        indexing.llm_index_add_or_update_document(version)
+
+        with indexing.get_vector_store() as store:
+            indexed = store.get_modified_times()
+
+        assert set(indexed) == {str(root.pk)}
+
+    def test_rebuild_skips_versions(
+        self,
+        temp_llm_index_dir: Path,
+        mock_embed_model: FakeEmbedding,
+    ) -> None:
+        """
+        GIVEN:
+            - A root document with a version
+        WHEN:
+            - The LLM index is rebuilt
+        THEN:
+            - Only the root document is in the index
+        """
+        root = DocumentFactory()
+        DocumentFactory(root_document=root, version_index=1)
+
+        indexing.update_llm_index(rebuild=True)
+
+        with indexing.get_vector_store() as store:
+            indexed = store.get_modified_times()
+
+        assert set(indexed) == {str(root.pk)}
+
+    def test_incremental_update_by_version_id_refreshes_the_root(
+        self,
+        temp_llm_index_dir: Path,
+        mock_embed_model: FakeEmbedding,
+    ) -> None:
+        """
+        GIVEN:
+            - An indexed root document with a version whose root was modified since
+        WHEN:
+            - An incremental update is scoped to the version's id
+        THEN:
+            - The root's entry is refreshed and no entry exists for the version
+        """
+        root = DocumentFactory()
+        version = DocumentFactory(root_document=root, version_index=1)
+        indexing.update_llm_index(rebuild=True)
+        Document.objects.filter(pk=root.pk).update(modified=timezone.now())
+        root.refresh_from_db()
+
+        indexing.update_llm_index(document_ids=[version.pk])
+
+        with indexing.get_vector_store() as store:
+            indexed = store.get_modified_times()
+
+        assert indexed == {str(root.pk): root.modified.isoformat()}
+
+
 @pytest.mark.django_db
 def test_add_or_update_document_updates_existing_entry(
     temp_llm_index_dir: Path,
@@ -637,6 +714,7 @@ class TestLlmIndexAddOrUpdateDocumentEmptyContent:
 
         doc = MagicMock(spec=Document)
         doc.id = 42
+        doc.root_document_id = None
         # Must not raise
         indexing.llm_index_add_or_update_document(doc)